Apps: Catalog + Register

Within the Catalog app, a merchant may create taxes, discounts, and fees associated with that unique catalog. When that particular catalog is assigned to that terminal, these may be applied to an individual item or to the entire order within the Register app.

Predefining the discount and fee buttons allow you to quickly and easily apply discounts or fees on items or orders. Predefining taxes allows the Register app to automatically calculate taxes for the taxable item or for the entire transaction.

Creating a tax, discount, or fee on the Device

Taxes, discounts, and fees may be created in a Catalog to apply at the order level, or within a specific Category to apply at the item level.

Order Level

When you first enter the Catalog app, you’ll see Categories displayed on the tiles. The row just above the Category tiles will display "Tax", "Discount", or "Fee".

Any taxes, discounts, or fees created here will be applied at the Order Level.

Item Level

To create taxes, discounts, or fees to apply at the item level, you must select which Category you’d like it to apply to.

In Catalog app, select a Category: ex.“Drinks”. Any taxes, discounts, and fees created from the row above the product tiles will be applicable at the Item Level.

Create a Tax

Step 1: To create or manage a tax, click on Taxes from the white row.

Step 2: Select “Add Tax”

Step 3: Specify a name for the tax. Determine if the discount, fee, or tax is applied as a Percentage or as a Fixed Amount. Add the discount, fee, or tax amount and tap ‘Done’.

Create a Fee

Step 1: To create or manage a fee, click on Fee from the white row.

Step 2: Select “Add Fee”

Step 3: Specify a name for the Fee. Determine if the discount, fee, or tax is applied as a Percentage or as a Fixed Amount. Add the discount, fee, or tax amount and tap ‘Done’.

Create a Discount

Step 1: To create or manage a discount, click on Discount from the white row.

Step 2: Select “Add Discount”

Step 3: Specify a name for the Discount. Determine if the discount, fee, or tax is applied as a Percentage or as a Fixed Amount. Add the discount, fee, or tax amount and tap ‘Done’.

Applying fees, discounts, or taxes

Once you create your fees, discounts, or taxes within Catalog, they will be applicable on the item or order level in the Register app.

Order Level - Tax

To apply an order level tax, you may use the tax toggle on the white row of buttons in Register app and/or beneath the subtotal in Order Details.

Order Level - Fees and Discounts

To apply an order level fee or discount, you may select the Disc/Fee button in the Register App.

Once you click the Disc/Fee button, you may select existing discounts or fees to apply to the order or create a custom discount or fee.

Item Level - Tax

To apply a tax at the item level, select "Order Details" and click the more options dropdown to the left of the product.

Any taxes that you've created may be toggled on or off on the item level here.

Item Level - Fees and Discounts

To apply a fee or discount at the item level, select "Order Details" and click the more options dropdown to the left of the product.

When you select Disc/Fee within the dropdown menu, the same Discount and Fee modal will prompt where you can select existing discounts and fees or create a custom one.

You'll be able to see the discount or fee within the Order Details just under the item it was applied to.